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Stratos Wealth Partners’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Stratos Wealth Partners’s Portfolio JPSE Stock Details JPSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,911
Closed -$294K – 1627
2025
Q3 		$294K Sell
5,911
-2,965
-33% -$142K ﹤0.01% 1261
2025
Q2 		$404K Sell
8,876
-5,979
-40% -$258K 0.01% 1011
2025
Q1 		$648K Sell
14,855
-838
-5% -$38.5K 0.01% 800
2024
Q4 		$735K Sell
15,693
-86
-0.5% -$4.2K 0.01% 797
2024
Q3 		$758K Buy
15,779
+1,447
+10% +$66.7K 0.01% 780
2024
Q2 		$625K Sell
14,332
-14,705
-51% -$645K 0.01% 818
2024
Q1 		$1.31M Sell
29,037
-18,867
-39% -$816K 0.02% 559
2023
Q4 		$2.11M Buy
47,904
+12,069
+34% +$483K 0.04% 402
2023
Q3 		$1.41M Buy
35,835
+13,693
+62% +$564K 0.03% 458
2023
Q2 		$907K Buy
22,142
+14,796
+201% +$581K 0.02% 565
2023
Q1 		$293K Sell
7,346
-658
-8% -$26.8K 0.01% 883
2022
Q4 		$310K Buy
8,004
+63
+0.8% +$2.47K 0.01% 878
2022
Q3 		$281K Buy
7,941
+995
+14% +$39.2K 0.01% 891
2022
Q2 		$260K Buy
6,946
+1,391
+25% +$56.3K 0.01% 993
2022
Q1 		$243K Buy
+5,555
New +$241K 0.01% 1078

Other funds holding JPSE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stratos Wealth Partners's JPSE Position: Q4 2025 in Review

Stratos Wealth Partners sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q4 2025, closing a stake of 5,911 shares — an estimated $294K sold.

Stratos Wealth Partners first reported a position in JPSE in Q1 2022 and held it in 15 quarters. The position peaked at $2.11M in Q4 2023. 110 funds tracked by Wall St. Rank hold JPSE as of Q4 2025.

  • Stratos Wealth Partners reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 5,911 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q4 2025, an estimated $294K.
  • Stratos Wealth Partners first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q1 2022 and held it in 15 quarters.
  • Stratos Wealth Partners's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $2.11M in Q4 2023.
  • 110 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.